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"Wish" is 拚多多? ( link ) Ligand Phama ( link ) BioNTech from V&O ( link ) special situation - Aptevo Therapeutics from Clark Street ( link ) odds > 0.43, at least 35% up side (assume offer price will be increased) win rate: need to higher than 70% 虛擬貨幣被動收入 ( link ) Lululemon/Etsy from MBI ( link ) ( link ) special situation - 迪信通 6188.HK ( link ) win rate > 65% odds = 15%/25% = 0.6 AK Medical from GlobalStockPicking and Alex Eliasson ( link ) ( link )

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 GEO bond 2023 ( link ) ( link ) potential downside Max 100%. However,  upside 20% roughly default probability is very low except special events happen maturity in 2 years (2023) large debt expire at 2024 Review of Price and Value share blog ( link ) 黑莓回歸!? ( link ) ALIMENTATION COUCHE-TARD from V&O ( link ) Review of net-net strategy by Alpha Architect ( link ) “Could the remarkable returns reported in the research have been achieved by an investor in practice?” Essentially, no. suggest investing in firms trading below NCAV is a “bad strategy”? No Easy 10 and TechGiant25 ( link ) ( link ) Okta business report ( link )